|
1
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$82.8M
|
-$144K
|
-4,576
|
-0.2%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$28.8M
|
-$493K
|
-15,698
|
-2%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$28.1M
|
-$2.16M
|
-68,784
|
-7%
|
|
|
4
|
|
$26.2M
|
-$1.05M
|
-33,544
|
-4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.4M
|
-$512K
|
-16,313
|
-3%
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$16.7M
|
-$96K
|
-3,057
|
-0.6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.1M
|
+$2.31M
|
+73,428
|
+17%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$15M
|
-$162K
|
-5,164
|
-1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$13.8M
|
-$477K
|
-15,192
|
-3%
|
|
|
10
|
Osborne Partners Capital Management
San Francisco,
California
|
$13.5M
|
+$222K
|
+7,083
|
+2%
|
|
|
11
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$11.3M
|
+$2.62M
|
+83,531
|
+30%
|
|
|
12
|
|
$7.63M
|
-$3.66M
|
-116,424
|
-33%
|
|
|
13
|
Curi Wealth Management
Raleigh,
North Carolina
|
$6.79M
|
+$1.28M
|
+40,900
|
+24%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$5.31M
|
-$488K
|
-15,531
|
-8%
|
|
|
15
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$5.3M
|
-$1.66M
|
-52,873
|
-24%
|
|
|
16
|
Aspiriant LLC
Los Angeles,
California
|
$5.24M
|
-$2.07M
|
-66,010
|
-29%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$5.02M
|
-$548K
|
-17,441
|
-10%
|
|
|
18
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$4.64M
|
+$32K
|
+1,020
|
+0.7%
|
|
|
19
|
Cantor Fitzgerald
New York
|
$4.13M
|
-$1.86M
|
-59,236
|
-31%
|
|
|
20
|
Oppenheimer Asset Management
New York
|
$3.83M
|
+$345K
|
+10,988
|
+10%
|
|
|
21
|
Savant Capital
Rockford,
Illinois
|
$3.59M
|
+$183K
|
+5,835
|
+5%
|
|
|
22
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.59M
|
-$11.1K
|
-354
|
-0.3%
|
|
|
23
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$3.24M
|
+$70.5K
|
+2,246
|
+2%
|
|
|
24
|
Equitable Holdings
New York
|
$3.21M
|
-$186K
|
-5,920
|
-6%
|
|
|
25
|
Pinnacle Associates
New York
|
$2.7M
|
-$374K
|
-11,910
|
-12%
|
|
